FPI vs. INDS
Compare and contrast key facts about Farmland Partners Inc. (FPI) and Pacer Benchmark Industrial Real Estate SCTR ETF (INDS).
INDS is a passively managed fund by Pacer Advisors that tracks the performance of the Benchmark Industrial Real Estate SCTR Index. It was launched on May 14, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPI or INDS.
Key characteristics
| FPI | INDS | |
|---|---|---|
| YTD Return | 0.28% | -4.64% |
| 1Y Return | 15.54% | 17.66% |
| 3Y Return (Ann) | 1.83% | -5.98% |
| 5Y Return (Ann) | 15.42% | 5.62% |
| Sharpe Ratio | 0.67 | 0.96 |
| Sortino Ratio | 1.16 | 1.50 |
| Omega Ratio | 1.14 | 1.18 |
| Calmar Ratio | 0.49 | 0.49 |
| Martin Ratio | 1.25 | 2.46 |
| Ulcer Index | 13.81% | 7.29% |
| Daily Std Dev | 25.68% | 18.77% |
| Max Drawdown | -59.92% | -40.44% |
| Current Drawdown | -19.16% | -24.77% |
Correlation
The correlation between FPI and INDS is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FPI vs. INDS - Performance Comparison
In the year-to-date period, FPI achieves a 0.28% return, which is significantly higher than INDS's -4.64% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
FPI vs. INDS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Farmland Partners Inc. (FPI) and Pacer Benchmark Industrial Real Estate SCTR ETF (INDS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FPI vs. INDS - Dividend Comparison
FPI's dividend yield for the trailing twelve months is around 3.66%, more than INDS's 2.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FPI Farmland Partners Inc. | 3.66% | 3.61% | 1.85% | 1.67% | 2.30% | 2.95% | 7.84% | 5.90% | 4.59% | 4.56% | 3.13% |
INDS Pacer Benchmark Industrial Real Estate SCTR ETF | 2.28% | 3.11% | 2.14% | 1.24% | 1.68% | 2.26% | 1.81% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FPI vs. INDS - Drawdown Comparison
The maximum FPI drawdown since its inception was -59.92%, which is greater than INDS's maximum drawdown of -40.44%. Use the drawdown chart below to compare losses from any high point for FPI and INDS. For additional features, visit the drawdowns tool.
Volatility
FPI vs. INDS - Volatility Comparison
Farmland Partners Inc. (FPI) has a higher volatility of 8.24% compared to Pacer Benchmark Industrial Real Estate SCTR ETF (INDS) at 6.01%. This indicates that FPI's price experiences larger fluctuations and is considered to be riskier than INDS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.